Upload a confidentiality document to a workflow
Before you begin: this procedure shows you how to attach a confidentiality document to an existing workflow. If you need to define a new workflow, see "Configure workflows for sites" in this document. You can upload files in Microsoft Word, Adobe Acrobat (PDF), or ZIP file format.
- In the top navigation bar, hover over setup and click CDAs, confidentiality statements, and generic documents.
- Next to the desired workflow, click Attach and upload a CDA or confidentiality statement.
- Click Done.
Parent topic: Managing CDAs and confidentiality statements